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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (34986)	11/1/2001 4:17:19 AM
From: Johnny Canuck	Respond to of 70625

RSTN Mid-Q update, details of the call need to be updated in detail this weekend: Q-Q guidance 6 to 10 percent growth Seeing slowing in China, Hong Kong, Korea and Japan this good Expect China to be weak 3 to 6 months GM stable to up next Q Pricing stable Good demand for MPLS and Hot Standby features Cost of goods and break even point lower than competitors Expect GM of 58 t 60 per Expect OM 20 to 25 per EPS 2003 30 to 35 per Rev from asia 17 percent 7 percent China 10 percent Hong Kong Minor effect from Sept 11. Lost 2 weeks of sales. Upticked back to normal after. 180 customers, no customer accounting for 5 percent [Harry: Overall a positive call. Seems to still be good demand for products. Seeing reduced cap ex budgets being re-allocated to metro porjects. ]